High Net Worth Service Associate
2 months ago
About the Role
We are seeking a highly skilled and motivated High Net Worth Service Associate to join our team at Fidelity Investments. As a key member of our team, you will be responsible for providing exceptional service to our high-net-worth clients, helping them achieve their financial goals and objectives.
Key Responsibilities
- Engage with clients to understand their financial needs and provide personalized service and guidance
- Process client requests, including options, equities, mutual funds, and fixed income trades
- Develop and maintain strong relationships with clients to drive business growth and increase customer loyalty
Requirements
- Series 7 license required
- Series 63 license preferred (paid training and support provided)
- 2-3 years of experience in the financial services industry
- Strong technological skills and ability to learn new tools
What We Offer
Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer a wide range of benefits, including comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off, and parental leave.
Certifications
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
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